Creative Planning
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Creative Planning’s New Mountain Finance NMFC Stock Holding History

Creative Planning’s Portfolio NMFC Stock Details NMFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-2,000
Closed -$500 – 4043
2025
Q3 		$500 Buy
+2,000
New +$20.7K ﹤0.01% 3901

Other funds holding NMFC

LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
DCM
Dimension Capital Management Coral Gables, Florida $854M AUM 21.01% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return

Creative Planning's NMFC Position: Q2 2026 in Review

Creative Planning reduced its New Mountain Finance (NMFC) stake by 3% in Q2 2026, selling an estimated $3.42K and leaving 13,826 shares worth $99.1K. The position accounts for ﹤0.01% of the portfolio, ranked #4041.

Creative Planning first reported a position in NMFC in Q3 2013 and has held it in 49 quarters since. The position peaked at $1.35M in Q4 2016. 144 funds tracked by Wall St. Rank hold NMFC as of Q2 2026.

  • Creative Planning held 13,826 shares of New Mountain Finance worth $99.1K as of Q2 2026.
  • Creative Planning sold 429 New Mountain Finance shares in Q2 2026, an estimated $3.42K.
  • New Mountain Finance made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #4041 holding.
  • Creative Planning first reported a position in New Mountain Finance in Q3 2013 and has held it in 49 quarters since.
  • Creative Planning's New Mountain Finance position peaked at $1.35M in Q4 2016.
  • 144 funds tracked by Wall St. Rank held New Mountain Finance as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.